+57.4%
VZ vs FLNC
-72.5%
+129.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.4% |
| 7D | +1.5% | -11.2% | +12.7% | +1.3% |
| 30D | +4.4% | -24.6% | +29.0% | +4.0% |
| 3M | -2.4% | -64.6% | +62.2% | -3.8% |
| 6M | +1.4% | -78.8% | +80.2% | -0.5% |
| YTD | +21.4% | -76.3% | +97.7% | +19.4% |
| 1Y | +20.3% | -71.2% | +91.5% | +18.4% |
| 3Y | +57.4% | -71.9% | +129.3% | +57.1% |
| All | +57.4% | -72.5% | +129.8% | +57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded FLNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling